We do not have a traditional asset minimum. However, to ensure we can provide our full, high-touch level of service, we maintain a minimum annual fee. This is met through a combination of your planning fee and investment management fee. This model allows us to partner with people at all stages of their journey, whether you are just starting out or are nearing retirement.

Yes, at all times. Being a fiduciary means we are legally and ethically bound to act in your best interest. We take this responsibility seriously and take pride in putting our clients first.

This is a "get to know you" session. You’ll tell us a bit about your goals, and we’ll explain how our process works. There is no cost, no sales pitch, and no obligation to move forward.

We offer both! Many of our clients start with a one-time "Financial Roadmap" project to get their questions answered. If you decide you want ongoing support and implementation later, we can transition to a monthly or annual relationship.

Absolutely. The majority of our work is done via secure video conferencing. This allows us to work with clients across the country from the comfort of their own homes.

For the intro call, you don't need anything but yourself! If we decide to move forward, we’ll provide you with a secure link to upload documents like tax returns and account statements.

We utilize a hybrid model. We charge a flat annual fee for your comprehensive financial planning and a tiered percentage fee for the management of your investment accounts.